Added to YB: 2026-08-10
Pitch date: 2026-08-06
KTOS [neutral]
Kratos Defense & Security Solutions, Inc.
+4.83%
current return
Author Info
No bio for this author
Company Info
Kratos Defense & Security Solutions, Inc., a technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally.
Market Cap
$10.8B
Pitch Price
$57.97
Price Target
95.00 (+56%)
Dividend
N/A
EV/EBITDA
91.84
P/E
339.85
EV/Sales
6.26
Sector
Aerospace and Defense
Category
growth
Kratos Defense ($KTOS) — Q2 2026
KTOS (earnings): Q2 rev $458.8M (+30.5% YoY, +19.1% organic) beat $411.2M est; adj EBITDA $38.2M, 8.3% margin. But GAAP op loss -$1.6M on Orbit SBC/amortization. Key concern: KUS backlog flat $374.6M despite Valkyrie narrative. 20.8% YoY dilution, FCF -$18.9M. Fwd PE 59x. Bull $85-95, base $55-65, bear $35-40. 7/10 conviction.
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